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Financial Planner

2 months ago

Bath UK, Bath & N E Somerset, United Kingdom Recruit UK | Certified B Corp™ Full time

Job Title: Financial Planner

Ref: 9048

Location: UK Wide (Home Based)

Salary: £60,000 with first year OTE of £120,000

Recruit UK is working with a successful Wealth Management company which is growing its UK Financial Planning team. They have opportunities across the UK for experienced Financial Adviser who thrive off new client engagement and can demonstrate a proven track record of winning new clients.

They will provide a consistent flow of client leads across the UK with your role being focused engaging and converting clients. You will receive support from a dedicated team of professionals who will take care of the technical research, client support and ongoing relationship management, freeing up your time to focus on new business. Meetings are a mixture of video and in-person so there is no requirement to be in the office.

What’s in it for you?

On top of a first year OTE of £120,000, they will provide a clear route to double your earnings with evidence from the existing team.

They also offer excellent benefits which include the following:

  • 14% company pension contribution
  • Dental and medical cover
  • Up to 31 days holiday
  • Competitive maternity and paternity policy
  • Support with professional development

Requirements:

  • Level 4 Financial Advice Diploma (CII, CISI, LIBF)
  • 5+ years experience advising HNW private wealth client
  • Strong presentation skills
  • Proven track record of onboarding new clients

If you are a driven, highly motivated individual who wants a role where your hard work will be reflected in your remuneration then get in touch to find out more about this opportunity.